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Gerry Guertin
Membro del Comitato di Investimento presso Roffman Miller Associates, Inc.
Provenienza dei contatti di primo grado di Gerry Guertin
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
St. Joseph's University
23
| College/University | Other Consumer Services | 23 |
Charles Schwab & Co., Inc. (Broker)
![]() Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services
9
| Subsidiary | Investment Banks/Brokers | 9 |
Roffman Miller Associates, Inc.
![]() Roffman Miller Associates, Inc. Investment ManagersFinance Roffman Miller Associates, Inc. (RMA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Peter Miller in 1990. RMA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.
6
| Private Company | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Gerry Guertin tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Glenmede Investment Management LP
![]() Glenmede Investment Management LP Investment ManagersFinance Glenmede Investment Management LP (GIM) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2007 and is a successor to Glenmede Advisers. They are a wholly owned subsidiary of The Glenmede Trust Co., NA, a subsidiary of The Glenmede Corp. GIM provides discretionary investment advisory services to institutional investors. | Investment Managers | Investment Committee Member Portfolio Manager-Equities | |
PNC Bank, NA (Investment Management)
![]() PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Corporate Officer/Principal | |
US Physicians, Inc.
![]() US Physicians, Inc. Hospital/Nursing ManagementHealth Services US Physicians, Inc. provides nursing and medical services. The private company is based in Fort Washington, PA. | Hospital/Nursing Management | Corporate Officer/Principal | |
Wedbush Securities, Inc.
![]() Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Analyst-Equity | |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Portfolio Manager-Equities Trading-Equity Economist | |
Raymond James & Associates, Inc.
![]() Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Analyst-Equity | |
EXELON CORPORATION | Electric Utilities | Corporate Officer/Principal | |
BNP Paribas Securities Corp.
![]() BNP Paribas Securities Corp. Investment Banks/BrokersFinance BNP Paribas Securities Corp. engages in the provision of brokerage services. It offers commercial banking, corporate and institutional banking, asset management, fleet services, and real estate. The company was founded on September 7, 1984 and is headquartered New York, NY. | Investment Banks/Brokers | Analyst-Equity | |
TNS, Inc.
![]() TNS, Inc. Data Processing ServicesTechnology Services TNS, Inc. provides networking and data services. It offers payment, financial and telecom solutions. The company was founded by John J. McDonnell Jr. in 1990 and is headquartered in Reston, VA. | Data Processing Services | Corporate Officer/Principal | |
Northcoast Research Partners LLC
![]() Northcoast Research Partners LLC Investment ManagersFinance Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy. | Investment Managers | Analyst-Equity | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Doctorate Degree | |
Allegheny Health, Education & Research Foundation
![]() Allegheny Health, Education & Research Foundation Miscellaneous Commercial ServicesCommercial Services Allegheny Health, Education & Research Foundation provides health education services. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Boston Consulting Group, Inc.
![]() The Boston Consulting Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Boston Consulting Group, Inc. engages in the provision of management consulting services. It specializes in automotive and mobility; biopharmaceuticals; consumer products; education; oil and gas; power and utilities; engineered products and infrastructure; financial institutions; and health care payers, providers, and services. It offers big data and advanced analytics; change management; client learning and enablement; and corporate development and financial services. The company was founded by Bruce Doolin Henderson in 1963 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The University of Pennsylvania Health System
![]() The University of Pennsylvania Health System Miscellaneous Commercial ServicesCommercial Services The University of Pennsylvania Health System provides general patient care as well as medical education and research services. The company was founded in 1874 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Xavier University | College/University | Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Masters Business Admin Undergraduate Degree | |
Fordham University
![]() Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree | |
Britt Dirt Contracting, Inc.
![]() Britt Dirt Contracting, Inc. Wholesale DistributorsDistribution Services Britt Dirt Contracting, Inc. provides general contracting services. The company was founded in 1994 and is headquartered in Lamesa, TX. | Wholesale Distributors | Corporate Officer/Principal | |
Stanford Graduate School of Business | College/University | Masters Business Admin | |
Malvern Preparatory School
![]() Malvern Preparatory School Other Consumer ServicesConsumer Services Malvern Preparatory School operates as a non-profit organization. It is a private and independent Catholic school for boys in grades 6 through 12. The company is headquartered in Malvern, PA. | Other Consumer Services | Director/Board Member | |
The University of Nevada, Reno | College/University | Undergraduate Degree | |
Los Alamos National Laboratory
![]() Los Alamos National Laboratory Miscellaneous Commercial ServicesCommercial Services Los Alamos National Laboratory operates as a multidisciplinary institution. It offers services in science, engineering, earth science, chemistry, mathematics, physics, and space science. The company was founded in 1943 and is headquartered in Los Alamos, NM. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Maryland | College/University | Graduate Degree | |
Firstrust Financial Resources LLC
![]() Firstrust Financial Resources LLC Investment ManagersFinance Firstrust Financial Resources LLC (FFR), do-business-as Firstrust Financial Advisors, is a SEC-registered investment advisor and wealth management firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 1999 by David Fleisher, Andrew McIlhenny, and Adam Sherman. They are a wholly-owned subsidiary of Firstrust Financial Resources, Inc., ultimately owned by Semperverde Holding Co. FFR offers investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities | |
Bryn Mawr Asset Management, Inc. | President | ||
Pricewaterhousecoopers LLC | Corporate Officer/Principal | ||
MRops, Inc.
![]() MRops, Inc. Miscellaneous Commercial ServicesCommercial Services MRops, Inc. provides market research services. The company was founded in 2007 and is headquartered in Doylestown, PA. | Miscellaneous Commercial Services | Director of Finance/CFO | |
P2P Staffing Corp.
![]() P2P Staffing Corp. Personnel ServicesCommercial Services P2P Staffing Corp. provides information technology job recruitment and placement services. It also offers business intelligence consulting and information echnology workforce solutions. The firm has offices in Charlotte, Chicago, Coral Springs, Farmington, Los Angeles, Orlando, and Santa Clara. The company was founded by Harris Katz and Vito W. Scutero in 2002 and is headquartered in Coral Springs, FL. | Personnel Services | Corporate Officer/Principal | |
Transamerica Asset Management, Inc.
![]() Transamerica Asset Management, Inc. Investment ManagersFinance Transamerica Asset Management, Inc. (TAM) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1996 and formerly known as Transamerica Fund Advisors, Inc. and as WRL Investment Management, Inc. They are a subsidiary of Transamerica Life Insurance Co., ultimately held by Aegon NV (AMS: AGN) in The Netherlands. TAM provides investment management and investment advisory services to investment companies registered under the 1940 Act. They also provide investment advisory services to a foreign registered investment company, privately-offered pooled investment vehicles that are not registered under the 1940 Act, such as the MFTC Trust and WT CITs, and an affiliated recordkeeper. | Investment Managers | Analyst-Equity | |
University of Texas at Austin Graduate School | College/University | Undergraduate Degree | |
Fidelity Investments Tax-Exempt Services Co. | Corporate Officer/Principal | ||
The Leeds School of Business | College/University | Undergraduate Degree | |
Core Health & Fitness LLC
![]() Core Health & Fitness LLC Recreational ProductsConsumer Durables Core Health & Fitness LLC supplies fitness equipment. It offers stairmaster, nautilus, star trac, scheinn, and throwdown. The company was founded by Michael Bruno and is headquartered in Vancouver, WA. | Recreational Products | Founder | |
Tigerlabs LLC
![]() Tigerlabs LLC Investment ManagersFinance Tigerlabs LLC (Tigerlabs) is a venture capital firm founded in 2011 by Bertrand Navarrete. The firm is headquartered in Princeton, New Jersey. | Investment Managers | Private Equity Investor | |
Weatherhead School of Management | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 43 |
Francia | 2 |
Settori
Finance | 16 |
Consumer Services | 14 |
Commercial Services | 7 |
Health Services | 3 |
Utilities | 2 |
Posizioni
Corporate Officer/Principal | 48 |
Undergraduate Degree | 36 |
Masters Business Admin | 18 |
Director of Finance/CFO | 16 |
Portfolio Manager-Equities | 15 |
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